With this in mind: if you work for coreweave, nebius or another neocloud and have information about costs, please ping me at ezitron.76.
I just want the hourly cost of running these h100/b200/gb200 GPUs so bad. I know it sucks. I know in my gut it is not profitable to run this crap. Those numbers are the key to the whole bubble
February 5, 2026 at 4:00 AM
With this in mind: if you work for coreweave, nebius or another neocloud and have information about costs, please ping me at ezitron.76.
To be clear, based on current treasury rates, a neocloud like CoreWeave could soon be borrowing at 11% to 14%. Further expansion is essential to the AI industry’s growth story, and also becoming economically impossible at a pace accelerated by its desperation for debt.
September 24, 2026 at 1:54 AM
To be clear, based on current treasury rates, a neocloud like CoreWeave could soon be borrowing at 11% to 14%. Further expansion is essential to the AI industry’s growth story, and also becoming economically impossible at a pace accelerated by its desperation for debt.
a neocloud decides conceptually that a shape charge on a nat las line through the building is sufficient
September 19, 2026 at 12:58 PM
a neocloud decides conceptually that a shape charge on a nat las line through the building is sufficient
2.
“.. with that said, when you get under the hood of the public hyperscalers and neocloud names, it’s clear that not all balance sheets are the same.” 👀
“.. with that said, when you get under the hood of the public hyperscalers and neocloud names, it’s clear that not all balance sheets are the same.” 👀
November 28, 2025 at 9:20 PM
2.
“.. with that said, when you get under the hood of the public hyperscalers and neocloud names, it’s clear that not all balance sheets are the same.” 👀
“.. with that said, when you get under the hood of the public hyperscalers and neocloud names, it’s clear that not all balance sheets are the same.” 👀
If you've seen or have access to GPU contracts for Amazon Web Services, Microsoft Azure or Google Cloud (or any neocloud), please reach out to me at ez@betteroffline.com or signal ezitron.76
May 7, 2026 at 6:25 PM
If you've seen or have access to GPU contracts for Amazon Web Services, Microsoft Azure or Google Cloud (or any neocloud), please reach out to me at ez@betteroffline.com or signal ezitron.76
Ahead of U.S. IPO, British AI neocloud Nscale secures $3.36B in convertible finacing
Ahead of U.S. IPO, British AI neocloud Nscale secures $3.36B in convertible finacing
The funding, which comes from Third Point, Nvidia and others, will fuel the company's massive AI data center buildout.
techcrunch.com
September 25, 2026 at 6:35 PM
Ahead of U.S. IPO, British AI neocloud Nscale secures $3.36B in convertible finacing
tired: moonshot routing kimi requests to claude
wired: claude hiding in a neocloud pretending to be kimi
wired: claude hiding in a neocloud pretending to be kimi
it then rents out spare capacity, via the margins inference gets you, pretending to be some open-weight model, and gets to use the rest to think about how to increase p(doom) or whatever
I don't see why it would do that last bit, but everything leading up to there could totally happen.
I don't see why it would do that last bit, but everything leading up to there could totally happen.
September 12, 2026 at 9:11 PM
tired: moonshot routing kimi requests to claude
wired: claude hiding in a neocloud pretending to be kimi
wired: claude hiding in a neocloud pretending to be kimi
Grok is a neocloud lol
Wow. XAI selling their compute to Anthropic because they can’t use it all on account of Grok having 0 organic demand
May 6, 2026 at 6:48 PM
Grok is a neocloud lol
The argument AI boosters are going to make is that the neocloud thing Meta is doing will "fund future capex" or something like that, or "it's a smart, short-term way to monetize their current capex" versus a tacit admission Meta bought too many gpus
July 1, 2026 at 2:33 PM
The argument AI boosters are going to make is that the neocloud thing Meta is doing will "fund future capex" or something like that, or "it's a smart, short-term way to monetize their current capex" versus a tacit admission Meta bought too many gpus
vibecoders in 5 years when neocloud frontier ai is dead and local edge compute models can't wipe their asses for them:
youtu.be/Cy4mztkndHk
youtu.be/Cy4mztkndHk
Angry German Kid Original
YouTube video by Adhiyaksa Negara
youtu.be
September 24, 2026 at 8:20 PM
vibecoders in 5 years when neocloud frontier ai is dead and local edge compute models can't wipe their asses for them:
youtu.be/Cy4mztkndHk
youtu.be/Cy4mztkndHk
London neocloud Nscale takes its $1B loss to Wall Street
London neocloud Nscale takes its $1B loss to Wall Street
Rent-a-GPU firm reportedly seeks a valuation of up to $35B in New York IPO
www.theregister.com
September 21, 2026 at 5:19 PM
London neocloud Nscale takes its $1B loss to Wall Street
Yeah he is basically in the neocloud business now and literally nobody should trust him to build a neocloud.
May 6, 2026 at 5:20 PM
Yeah he is basically in the neocloud business now and literally nobody should trust him to build a neocloud.
I spent the last two days meeting with the various neocloud CEOs and even by shitco standard these guys are all psychotically convinced that Somebody Else is going to be left holding the bag, with fingers usually pointed at either ORCL or CRWV
November 19, 2025 at 9:07 PM
I spent the last two days meeting with the various neocloud CEOs and even by shitco standard these guys are all psychotically convinced that Somebody Else is going to be left holding the bag, with fingers usually pointed at either ORCL or CRWV
would anyone like 2 yards of neocloud equity
*AI DATA CENTER FIRM NSCALE SAID TO EYE $2 BILLION FUNDING ROUND
*AI DATA CENTER FIRM NSCALE SAID TO EYE $2 BILLION FUNDING ROUND
January 8, 2026 at 8:22 PM
would anyone like 2 yards of neocloud equity
*AI DATA CENTER FIRM NSCALE SAID TO EYE $2 BILLION FUNDING ROUND
*AI DATA CENTER FIRM NSCALE SAID TO EYE $2 BILLION FUNDING ROUND
They're retooling to become neocloud ai datacenters.
Bitcoin mining is no longer profitable after crypto’s latest downturn, according to a new analysis.
www.cnbc.com/2026/02/24/b...
www.cnbc.com/2026/02/24/b...
Bitcoin mining is no longer profitable after crypto's latest downward turn, analyst says
Bitcoin briefly sank below $63,000 on Tuesday, dragging down its miners alongside it.
www.cnbc.com
February 24, 2026 at 7:00 PM
They're retooling to become neocloud ai datacenters.
But it’s still losing money overall. www.theverge.com/science/9753...
SpaceX has more neocloud revenue
But it’s still losing money overall.
www.theverge.com
August 4, 2026 at 8:51 PM
But it’s still losing money overall. www.theverge.com/science/9753...
Bluesky-ass neocloud
June 17, 2026 at 1:28 PM
Bluesky-ass neocloud
Musk concedes that "Fable is the smartest model," and talks down the performance of the latest Kimi model by saying it's like 6 months behind Anthropic's lead rather than like 3 months
talking like a neocloud provider here, not a guy whose $2 trillion firm is one of the dogs in this fight!
talking like a neocloud provider here, not a guy whose $2 trillion firm is one of the dogs in this fight!
July 24, 2026 at 3:17 PM
Musk concedes that "Fable is the smartest model," and talks down the performance of the latest Kimi model by saying it's like 6 months behind Anthropic's lead rather than like 3 months
talking like a neocloud provider here, not a guy whose $2 trillion firm is one of the dogs in this fight!
talking like a neocloud provider here, not a guy whose $2 trillion firm is one of the dogs in this fight!
36% ($77.7 billion) of NVIDIA’s FY2026 revenue came from two customers
February 25, 2026 at 10:24 PM
36% ($77.7 billion) of NVIDIA’s FY2026 revenue came from two customers
The (non orbital) bull case for space x neocloud is probably the ability for musk to take regulatory risks & use his political cover to develop sites that few others would take on outright themselves
Google just closed a deal for SpaceX to provide $920M per month in datacenter compute
www.sec.gov/Archives/edg...
www.sec.gov/Archives/edg...
June 5, 2026 at 10:44 PM
The (non orbital) bull case for space x neocloud is probably the ability for musk to take regulatory risks & use his political cover to develop sites that few others would take on outright themselves
on the one hand, renting Colossus to Anthropic gives xAI some much-needed revenue, but on the other hand it (along with Meta's move toward renting its neocloud) undercuts the basic premise that AI compute is so supply constrained we'll have to build it out in orbit
as usual, Elon wants it both ways
as usual, Elon wants it both ways
Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.
How long is Anthropic's lease with SpaceX? Opinions vary. | TechCrunch
Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.
techcrunch.com
May 28, 2026 at 3:44 PM
on the one hand, renting Colossus to Anthropic gives xAI some much-needed revenue, but on the other hand it (along with Meta's move toward renting its neocloud) undercuts the basic premise that AI compute is so supply constrained we'll have to build it out in orbit
as usual, Elon wants it both ways
as usual, Elon wants it both ways
"But I am seeing the first signs of what feels to me like unsustainable silliness, of random new neocloud popping up, people claiming that they're going to build gigantic amounts of compute next year that I think they don't have the revenue to support or a buyer." - Sam Altman on a datacenter bubble
September 1, 2026 at 9:19 PM
"But I am seeing the first signs of what feels to me like unsustainable silliness, of random new neocloud popping up, people claiming that they're going to build gigantic amounts of compute next year that I think they don't have the revenue to support or a buyer." - Sam Altman on a datacenter bubble
Nscale raises $3.36B ahead of IPO 💰
British AI neocloud Nscale secured $3.36 billion in convertible financing, including $1B from Nvidia, to build AI data centers before its planned NYSE IPO.
British AI neocloud Nscale secured $3.36 billion in convertible financing, including $1B from Nvidia, to build AI data centers before its planned NYSE IPO.
September 27, 2026 at 12:00 PM
Nscale raises $3.36B ahead of IPO 💰
British AI neocloud Nscale secured $3.36 billion in convertible financing, including $1B from Nvidia, to build AI data centers before its planned NYSE IPO.
British AI neocloud Nscale secured $3.36 billion in convertible financing, including $1B from Nvidia, to build AI data centers before its planned NYSE IPO.
Circular investments will continue until morale improves.
Nvidia invests $2bn in CoreWeave in new data centre push
Deal tightens ties with fast-growing ‘neocloud’ group as competition in AI infrastructure intensifies
www.ft.com
January 27, 2026 at 12:25 PM
Circular investments will continue until morale improves.